for sort of a mini correction? >> well, we talked about last year that we had uncertainties to overcome, whether -- first, it was whether obama care was going to be the law of the land, then who our president was going to be, and then last piece in the puzzle, which unfortunately is going to take a little while to figure out is the fiscal cliff because the next component of it is going to be the debt ceiling. so i mean it is going to create some uncertainty. if we get into real tension negotiations, you know, it could be ugly again, and i don't see a big huge drop, but we could see a lot more volatility. liz: dan is tuning out anyway because he has a whole bunch of picks that he hopes will have the same type of return that he had for six months on genesse wyoming. your first pick is down 10% over the past year, it's an aerospace pick. >> one of my best analysts did great work on this. it's been a holding on us. owned more and owned less. great longer term holding. they've hit some speed bumps, but we feel comfortable as they're in a good position as the aerospace area continues to grow.